The Stingy News Weekly (11/02/2014)
| "I don't read economic forecasts. I don't read the funny papers." | |
| - Warren Buffett | |
New from StingyInvestor
A peek at the Top 200
"While I know you're eager to see this year's list of top stocks,
please be patient. It'll be out soon. Until then, I thought you
might like to see a little bit of what goes on behind the
scenes."
Stingy Links
Graham and Doddsville: Fall 2014
Featuring interviews with Wally Weitz and Guy Gottfried. [Value Investing]
The value convergence
"The valuation difference between the market's cheapest stocks
and its most expensive has always fascinated me. Here are the
EBITDA yields at different break points since the early 1960s." [Markets]
101 Years on Wall Street
"A great book for investors to read to get a long-term,
historical perspective on the stock market's ups and downs is '101 Years
on Wall Street' by John Dennis Brown. It chronicles each year
from 1890 through 1990, and as you read about each year, several
things will become obvious - investors have not changed at all" [Books]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Procter & Gamble (PG) | 1 | 3 | 2 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 3 |
| Wal-Mart (WMT) | 4 | 3 | 5 | 2 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 2.02 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.48 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 3.21 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.23 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 4.33 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.49 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 | 4.68 |
| IBM (IBM) | 4 | 1 | 4 | 3 | 4.97 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 | 5.28 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 5.35 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | Y | |
| Wal-Mart (WMT) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 0 | 5 | 4 | 5 |
| Canadian Oil Sands (COS) | 4 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| Enerplus (ERF) | 2 | 4 | 2 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Teck Resources (TCK.B) | 2 | 5 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| ARC Resources (ARX) | 2 | 2 | 1 | 5 |
| Husky Energy (HSE) | 4 | 5 | 4 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | 5 | 4 | 3 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 3 | 1 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Bank of Montreal (BMO) | 5 | 3 | 2 | 4 |
| CIBC (CM) | 5 | 2 | 3 | 4 |
| Cdn Natural Resources (CNQ) | 5 | 4 | 2 | 2 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 4 |
| Magna (MG) | 4 | 2 | 5 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 4 | 3 | 3 | 5 | 1.73 |
| Husky Energy (HSE) | 4 | 5 | 4 | 5 | 3.04 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.06 |
| Bank of Montreal (BMO) | 5 | 3 | 2 | 4 | 3.27 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 3.28 |
| CIBC (CM) | 5 | 2 | 3 | 4 | 3.31 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 4 | 3.37 |
| Manulife (MFC) | 5 | 4 | 3 | 3 | 3.46 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.63 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 | 3.79 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Canadian Oil Sands (COS) | Y | | Y |
| Husky Energy (HSE) | Y | | Y |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Rogers (RCI.B) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Cdn Natural Resources (CNQ) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Royal Bank (RY) | | | Y |
| Teck Resources (TCK.B) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
(Learn More |
Subscribe)
The Rothery Report provides research on select deep-value stocks in
North America. Discover overlooked and undervalued stocks in quarterly
investment reports which provide detailed analysis of Canadian and
U.S. stocks. Weekly email news and additional updates keep
subscribers informed about new opportunities and developments.
|
|
